WQ

Wealth Quarterback LLC

13F
Wealth Quarterback LLC
Last update 2024-11-01 130 Stocks (11 new)
Value $192.00 Mil Turnover 10 %
Countries:
Top Holdings: IVV(17.75%)QUAL(5.93%)DIA(4.83%)IUSG(4.50%)AAPL(4.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wealth Quarterback LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
59,154
34121.060
-4.94%
17.750
-0.95%
0.010
+1.13%
-0.91%
580036.558
 
QUAL 		iShares MSCI USA Quality Factor ETF
63,563
11396.770
-14.85%
5.930
-1.07%
0.020
-1.88%
-0.97%
49403.951
 
DIA 		SPDR Dow Jones Industrial Average ETF
21,929
9278.420
+2.54%
4.830
+0.12%
0.030
-0.94%
-1.45%
37296.412
 
IUSG 		ISHARES TRUST
65,616
8655.470
-30.05%
4.500
-2.04%
0.040
+4.32%
-0.55%
21065.840
 
AAPL 		Apple Inc
34,398
8014.740
+6.06%
4.170
+0.24%
0.000
+3.52%
-5.42%
3580182.678
Hardware
IJS 		iShares S&P Small-Cap 600 Value ETF
70,398
7579.050
+150.85%
3.940
+2.37%
0.110
+1.48%
-2.58%
7242.638
 
IJH 		iShares Core S&P Mid-Cap ETF
109,858
6846.340
+1.07%
3.560
+0.04%
0.010
+0.28%
-0.67%
94477.979
 
QQQ 		INVESCO QQQ Trust
8,684
4238.470
+377.67%
2.210
+1.75%
0.000
+3.13%
-0.79%
317475.581
 
FENY 		Fidelity MSCI Energy Index ETF
172,668
4157.840
+2.05%
2.160
+0.04%
0.280
-2.08%
+3.27%
1655.065
 
XLU 		Utilities Select Sector SPDR ETF
50,609
4088.220
+2.46%
2.130
+0.05%
0.020
-3.00%
-0.15%
16311.990
 

Wealth Quarterback LLC's Historical Top Holdings Breakdowns

Wealth Quarterback LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2023-12-31Add
+11.38%
●
412.55 ($447.6) 479
$583.33
30.32%
Add 222.66%
56,556
39,028
SPHB 		Invesco S&P 500 High Beta ETF2023-09-30Sold Out
-4.96%
●
68.8 ($75.37) 80.61
$89.01
18.10%
Sold Out
0
-93,746
IVV 		iShares Core S&P 500 ETF2023-09-30Reduce
-4.77%
●
427.76 ($447.3) 460.18
$583.33
30.41%
Reduce -46.82%
17,528
-15,431
XLF 		Financial Select Sector SPDR2023-06-30New Buy
+4.68%
●
31.41 ($32.5) 33.71
$47.32
45.60%
New holding
200,470
200,470
XLF 		Financial Select Sector SPDR2023-09-30Sold Out
-4.68%
●
33.17 ($34.46) 35.6
$47.32
37.32%
Sold Out
0
-200,470
VBR 		Vanguard Small Cap Value ETF2023-12-31Reduce
-4.50%
●
149.18 ($163.24) 181.94
$195.21
19.58%
Reduce -86.63%
5,034
-32,625
SPHB 		Invesco S&P 500 High Beta ETF2024-06-30Sold Out
-4.31%
●
79.94 ($83.72) 87.17
$89.01
6.32%
Sold Out
0
-87,986
AOR 		iShares Core Growth Allocation ETF2023-06-30Sold Out
-4.22%
●
49.05 ($49.93) 51.1
$56.67
13.50%
Sold Out
0
-99,348
FXH 		First Trust Health Care AlphaDEX Fund2023-06-30Sold Out
-4.04%
●
101.92 ($107.05) 110.9
$105.89
-1.08%
Sold Out
0
-44,283
QUAL 		iShares MSCI USA Quality Factor ETF2023-09-30Add
+3.95%
●
130.77 ($136.54) 139.97
$176.35
29.16%
Add 571.33%
40,696
34,634

Wealth Quarterback LLC Total Holding History ($B)

To

Wealth Quarterback LLC's Asset Allocation

To

Wealth Quarterback LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth Quarterback LLC's Hypothetical Growth since 2024-09-30

Wealth Quarterback LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Quarterback LLC's Holdings Heat Map

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Wealth Quarterback LLC's Holdings Bubble Chart

Wealth Quarterback LLC News

  • 1

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